Deputy Regional Manager

Sales Planning

• Engage with partner Regional/ Area Heads to build sales strategy and prepare an execution plan along with Regional Managers.

• Responsible for business target achievement of team by driving sale of life insurance products to Branch Banking customers of partner bank; team size of 10 to 30 Relationship Managers.

• Drive partner sales team activation & lead generator (LG) activation through regular engagement with partner branch staff.

• Ensuring discipline & rigor of daily sales activities, DSR & LMS input.

• Regular review & tracking of team performance.

• Building team capability through regular training interventions.

• To organize sales campaign, product launches and conduct training at partner branches.

• Ensuring adherence to end to end business process with in the specified timelines.

• Adhering to regulatory requirements & monitoring quality of business.

• Ensuring timey resolution of queries and complaints, and controlling the instances of adverse customer experience.

Partner management

• Build relationships with key stakeholders of the partner and develop opportunities for strategic ring fencing of the partner through enhanced engagement and leveraging group companies’ network where possible.

Team & Sales management

• Responsible for ensuring key business metrics productivity, persistency, branch activation, average ticket size & claim ratios for that Cluster/ Area.

• Provide guidance to the team in chasing/ converting/ generating business in assigned geography.

• Review & evaluate business parameters and provide inputs to the team.

• Ensuring discipline & rigor of daily sales activities, DSR & LMS input in the team.

Partner servicing

• Analyze the bank’s customer base, bank’s offering, etc., shortlist relevant products and define product mix matching with the customer base requirements.

• Resolve escalated issues related to grievance handling, provide input to minimize recurrence of issues.

• Review and ensure processes are compliant with guidelines set internally and by regulatory.

Internal review

• Define and cascade various targets to the frontline team such as topline, dead business, etc.

• Periodically conduct reviews with own team to monitor progress on set objectives, track deviations and provide recommendations on course correction.